WP

Westmount Partners Portfolio holdings

AUM $387M
1-Year Est. Return 25.68%
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$685K 0.21%
5,000
-91
102
$679K 0.21%
3,393
+132
103
$671K 0.2%
5,056
+29
104
$654K 0.2%
3,787
+1
105
$648K 0.2%
3,443
-217
106
$641K 0.2%
2,892
+1,416
107
$633K 0.19%
10,384
+9
108
$623K 0.19%
2,352
109
$611K 0.19%
21,604
-1,132
110
$609K 0.19%
1,111
-16
111
$605K 0.18%
1,834
-751
112
$596K 0.18%
2,557
+160
113
$588K 0.18%
7,958
114
$583K 0.18%
12,872
+3
115
$566K 0.17%
15,328
-2,713
116
$565K 0.17%
1,266
-279
117
$563K 0.17%
20,856
118
$552K 0.17%
3,239
-248
119
$528K 0.16%
8,107
120
$513K 0.16%
2,363
121
$508K 0.16%
1,646
-2
122
$504K 0.15%
20,145
+28
123
$486K 0.15%
4,375
+1,135
124
$485K 0.15%
5,706
-452
125
$485K 0.15%
3,979
+25
3 4
5
6 7